Smith, Moore & Co’s JPMorgan Chase JPM Stock Holding History

Smith, Moore & Co’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.05M	Sell	17,178 -445	-3%	-$135K	0.37%	61
2025 Q4	$5.68M	Sell	17,623 -1,050	-6%	-$325K	0.43%	53
2025 Q3	$5.89M	Buy	18,673 +501	+3%	+$149K	0.45%	48
2025 Q2	$5.27M	Buy	18,172 +891	+5%	+$227K	0.44%	47
2025 Q1	$4.24M	Sell	17,281 -118	-0.7%	-$30.1K	0.39%	58
2024 Q4	$4.17M	Sell	17,399 -610	-3%	-$142K	0.38%	57
2024 Q3	$3.8M	Sell	18,009 -46	-0.3%	-$9.69K	0.36%	57
2024 Q2	$3.65M	Buy	18,055 +108	+0.6%	+$21.1K	0.38%	56
2024 Q1	$3.59M	Sell	17,947 -48	-0.3%	-$8.66K	0.38%	57
2023 Q4	$3.06M	Sell	17,995 -2	-0%	-$303	0.36%	59
2023 Q3	$2.61M	Sell	17,997 -913	-5%	-$137K	0.34%	60
2023 Q2	$2.75M	Buy	18,910 +923	+5%	+$127K	0.35%	56
2023 Q1	$2.34M	Sell	17,987 -92	-0.5%	-$12.6K	0.32%	68
2022 Q4	$2.42M	Buy	18,079 +513	+3%	+$65K	0.34%	62
2022 Q3	$1.84M	Sell	17,566 -157	-0.9%	-$18K	0.28%	72
2022 Q2	$2M	Sell	17,723 -1,289	-7%	-$160K	0.31%	74
2022 Q1	$2.59M	Buy	19,012 +877	+5%	+$129K	0.35%	60
2021 Q4	$2.87M	Buy	18,135 +279	+2%	+$45.8K	0.4%	54
2021 Q3	$2.92M	Sell	17,856 -649	-4%	-$102K	0.45%	46
2021 Q2	$2.88M	Buy	18,505 +295	+2%	+$46.3K	0.43%	45
2021 Q1	$2.77M	Buy	18,210 +598	+3%	+$86K	0.45%	42
2020 Q4	$2.24M	Buy	17,612 +133	+0.8%	+$14.9K	0.42%	50
2020 Q3	$1.68M	Buy	17,479 +1,009	+6%	+$99.1K	0.35%	60
2020 Q2	$1.55M	Buy	16,470 +6	+0%	+$569	0.34%	61
2020 Q1	$1.48M	Sell	16,464 -129	-0.8%	-$15.7K	0.39%	56
2019 Q4	$2.31M	Buy	16,593 +743	+5%	+$95.3K	0.48%	45
2019 Q3	$1.86M	Buy	15,850 +659	+4%	+$74.5K	0.41%	54
2019 Q2	$1.7M	Buy	15,191 +1,018	+7%	+$112K	0.38%	57
2019 Q1	$1.44M	Sell	14,173 -770	-5%	-$79.3K	0.34%	61
2018 Q4	$1.46M	Sell	14,943 -122	-0.8%	-$13K	0.4%	58
2018 Q3	$1.7M	Buy	15,065 +630	+4%	+$71.5K	0.39%	55
2018 Q2	$1.5M	Buy	14,435 +228	+2%	+$25K	0.38%	55
2018 Q1	$1.56M	Sell	14,207 -418	-3%	-$47.3K	0.42%	50
2017 Q4	$1.56M	Buy	14,625 +2,754	+23%	+$279K	0.42%	51
2017 Q3	$1.13M	Buy	11,871 +4,995	+73%	+$461K	0.32%	62
2017 Q2	$629K	Sell	6,876 -144	-2%	-$12.4K	0.21%	92
2017 Q1	$617K	Sell	7,020 -90	-1%	-$7.94K	0.22%	87
2016 Q4	$613K	Sell	7,110 -348	-5%	-$26.5K	0.23%	80
2016 Q3	$497K	Buy	7,458 +300	+4%	+$19.6K	0.2%	103
2016 Q2	$445K	Buy	7,158 +677	+10%	+$42.3K	0.18%	113
2016 Q1	$384K	Buy	6,481 +2,516	+63%	+$147K	0.17%	119
2015 Q4	$262K	Buy	+3,965	New	+$258K	0.13%	147

Other funds holding JPM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Smith, Moore & Co's JPM Position: Q1 2026 in Review

Smith, Moore & Co reduced its JPMorgan Chase (JPM) stake by 2.5% in Q1 2026, selling an estimated $135K and leaving 17,178 shares worth $5.05M. The position accounts for 0.37% of the portfolio, ranked #61.

Smith, Moore & Co first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.89M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Smith, Moore & Co held 17,178 shares of JPMorgan Chase worth $5.05M as of Q1 2026.
Smith, Moore & Co sold 445 JPMorgan Chase shares in Q1 2026, an estimated $135K.
JPMorgan Chase made up 0.37% of Smith, Moore & Co's portfolio in Q1 2026, its #61 holding.
Smith, Moore & Co first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
Smith, Moore & Co's JPMorgan Chase position peaked at $5.89M in Q3 2025.
5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.